Sheridan-Johnson Area Community Foundation presents:

Continuing Education Conference for Professional Advisors and Nonprofit Board Members

Thursday, May 8, 2008

Seminar: 7 am to 5 pm

Reception: 5 to 7 pm

Powder Horn Clubhouse

23 Country Club Lane

Sheridan, Wyo.

Schedule of Events

6 to 7 am: Late (on-site) registration

Continental breakfast sponsored by WYCF and SJCF

7 to 8 am: Speaker: Geoff Eliason

Company: PowerShares

Topic: Overview to Exchange Traded Funds

8 to 9 am: Speaker: Dave Johnson

VP Regional Insurance Specialist

Company: Smith Barney

Topic: Perspectives in Estate Planning

9 to 9:30 am: Break

sponsored by Don Lanham of Prudential

9:30 to 10:30 am: Speaker: Richard Triolo

Company: Allianz

Topic: Fiduciary Investment Mgt Requirements

10:30 to 11:30 am:

Speaker: Leslie Walters, CIMA

CG Senior Regional Director

Company: Smith Barney

Topic: The Prudent Fiduciary

11:30 am to 12:30 pm: Lunch

sponsored by WYCF and SJCF

12:30 to 1:30 pm:

Speaker: Robert Leibrich

Company: First Interstate Bank

Topic: Dynasty Trusts

1:30 to 2:30 pm: Speaker: Timothy Bachman

Company: Hartford Life

Topic: Private Split Dollar

2:30 to 3 pm: Break

sponsored by Timothy Bachman of Hartford Life

3 to 4 pm: Speaker: Don Lanham

Company: Prudential

Topic: The Retirement Red Zone

4 to 5 pm: Speaker: Teresa Campama

Company: Metlife LTC

Topic: Multilife Long Term Care Insurance

5 to 7 pm: Cocktails & Hors d’oeuvres
sponsored by WYCF and SJCF
(Seminar attendance not required)

How to Participate

For $100 and one day of your time

You get:

  • Excellent speakers on timely subjects
  • Breakfast, lunch, and refreshments
  • Cocktails & hors d'ouvres
  • Eight hours of C.E. credit

Register Online!

RSVP via email by April 28, 2008 to Olivia@wycf.org. Please send the following information:

  • Name
  • Organization's name
  • Address
  • Phone number
  • Email address

You may send your registration fee of $100 by check to:

Wyoming Community Foundation

PA Conference

313 S. 2nd St.

Laramie, Wyo. 82070

Or you may pay by credit card using our online donation form. At the bottom of the form, please designate your payment as a donation to an existing fund, and then type "PA Conference" in the box asking for the fund's name.

Register by mail

RSVP via mail by April 28, 2008. Simply download the registration form and brochure and mail it, along with the $100 registration fee to:

Wyoming Community Foundation

PA Conference

313 S. 2nd St.

Laramie, WY 82070

Click here to download the registration form (PDF 215KB)

Continuing Education Units

Credits pending approval through:

  • Wyoming State Bar Association
  • Wyoming Board of CPAs (granted in arrears)
  • Wyoming Insurance Department
  • Certified Financial Planner Board of Standards
  • Investment Mgt. Consultants Association
  • Institute of Certified Bankers

To recieve C.E. Credit:

Attendees will be required to sign in and out of each seminar. Certificates of Completion will be issued following each session. Attendees are responsible for submitting their Certificates of Completion to their own affiliate organizations for C.E. Credit

Getting to the Conference

  1. From Interstate 90, take Exit 25 to head east toward the business loop.
  2. Take US-14/Business Loop to Highway 87.
  3. Turn left on Highway 87.
  4. Highway 87 turns into Coffeen Ave.
  5. Take Coffeen Ave. to Powder Horn Rd.
  6. Turn left on Powder Horn Rd.
  7. Take Powder Horn Rd. to Clubhouse Dr.
  8. Turn Right on Clubhouse Dr.
  9. Take Clubhouse Dr. to Country Club Lane.
  10. Turn left on Country Club Lane.
  11. Arrive at the Powder Horn Clubhouse, 23 Country Club Lane.

Click here for a map to the clubhouse

Questions?

Call the WYCF office at 866-708-7878 or email George Gault at George@wycf.org or Olivia Engkvist at Olivia@wycf.org.



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